Notes from the Investment Floor: Consumers chill on Netflix
As consumers tighten their belts with lower discretionary spending, Adam Darling discusses the impact on credit markets of a higher inflation, lower growth environment.
Energy shock: looking at both sides of the coin
Jon Wallace and Noelle Guo say the energy shock faced by consumers now is reminiscent of the 1970s, which may boost usage of existing energy efficient technologies and spawn new ones.
Notes from the Investment Floor: Why gold and silver could break out
Ned Naylor-Leyland discusses why the price of gold may be approaching an inflection point and what this would mean for silver and for mining equities.
Has the outlook changed for emerging markets?
Is it a good time to increase your EM exposure? Nick Payne and Oliver Lee discuss where they’re finding the best opportunities, and the countries and sectors they avoid.
Slowdown in population growth creates economic time bomb
The world may not be having enough children to sustain economic growth at current levels.
ESG math isn’t so straightforward as it seems
The true environmental impact of an industry such as semiconductors is a complex calculation, says NZS Capital co-founder Brad Slingerlend.
Resilience first in the post-Covid world
Nick Payne discusses how emerging markets companies are actively addressing supply chain fragility in the wake of the pandemic.
Three years on – forging a path less trodden for a sustainable strategy
As the Covid-19 crisis continues to grip the world, confronting climate crisis, bridging social inequality and ensuring a sustainable future is more essential than ever.
Fed: the most hawkish central bank in the G10?
The US Federal Reserve’s reaction to panicking markets won’t have done much to calm nerves.
Q&A: Jupiter European Growth Strategy
Covid-19 is changing consumer behaviour, how can investors benefit? Do you expect a resurgence of inflation? How do you recognise great growth companies?